Group 1: Company Announcements - Puyuan Precision plans to issue H-shares and list on the Hong Kong Stock Exchange [4] - Wanxing Technology intends to issue H-shares and list on the Hong Kong Stock Exchange [11] - Liou Co. plans to use no more than 3 billion yuan of its own funds for securities investment [13] - Guangdong Hongda's subsidiary intends to acquire 60% equity of Changzhilin for 1.02 billion yuan [12] Group 2: Financial Performance and Investments - GSK Gas plans to use 350 million yuan of raised funds for the Wuhan GSK Semiconductor Electronic Gas Station project, with a total investment of 503 million yuan [3] - Lianyungang's wholly-owned subsidiary plans to invest 548.8 million yuan in shipbuilding [2] - Hongjing Optoelectronics plans to invest 1.533 billion yuan in the construction of its R&D and manufacturing headquarters [9] Group 3: Regulatory Issues - Jihua Group is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [7] - *ST Gaohong may face forced delisting due to major violations related to fraudulent issuance of shares and false records in annual reports from 2015 to 2023 [8] Group 4: Sales Performance - Jingji Zhinnong reported sales of 3.51 billion yuan from selling 203,600 pigs in July, with a cumulative sales revenue of 2.243 billion yuan from January to July [8] - Zhengbang Technology reported sales of 7.41 billion yuan from selling 695,200 pigs in July, with a cumulative sales revenue of 4.818 billion yuan from January to July, showing significant year-on-year growth [10] Group 5: Share Transfers - Anzheng Fashion's shareholder plans to transfer 5.35% of the company's shares at a price of 6.78 yuan per share, totaling 141 million yuan [5] - Bidetech's actual controller and associates plan to transfer 29.9% of the company's shares to Dinglong Qishun for 897 million yuan [6]

Group 1: Investment Announcements - Panjiang Co. plans to increase investment by 55.8 million yuan in its wholly-owned subsidiary, New Energy Zhenning Co., for the construction of a wind power project with a total investment of 279 million yuan [1] - Lianyungang's wholly-owned subsidiary, Yunport Ferry Co., intends to invest 548.8 million yuan in building a passenger and vehicle ferry, having signed a construction contract with Huanghai Shipbuilding Co. [1] - Guanggang Gas plans to use 350 million yuan of raised funds for the Wuhan Guanggang Semiconductor Electronic Gas Station project, with a total planned investment of 503 million yuan [1] - Hongjing Optoelectronics intends to invest in a new R&D and manufacturing headquarters with a total investment of 1.533 billion yuan [6] Group 2: Share Transfers - Anzheng Fashion's shareholder plans to transfer 5.35% of the company's shares, totaling 20.8 million shares at a price of 6.78 yuan per share, amounting to 141 million yuan [2] - Bidetech's actual controllers plan to transfer 29.9% of the company's shares, totaling 56.1672 million shares at a price of 15.97 yuan per share, amounting to 897 million yuan [3] Group 3: Financial Performance - Jingji Zhino reported sales of 203,600 pigs in July, generating revenue of 351 million yuan, with a cumulative sales revenue of 2.243 billion yuan from January to July [6] - Zhengbang Technology reported sales of 695,200 pigs in July, with a revenue of 741 million yuan, showing a year-on-year increase of 91.38% and a cumulative revenue of 4.818 billion yuan from January to July [6] - Shuoshi Bio reported a 1.05% decrease in revenue to 176 million yuan for the first half of the year, with a net profit decline of 86.35% to 3.9926 million yuan [9] Group 4: Regulatory Issues - Jihua Group is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [4] - *ST Gaohong received a notice indicating potential major illegal delisting due to fraudulent issuance of shares and false records in annual reports from 2015 to 2023 [4] Group 5: Other Announcements - Wanjing Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [7] - Guangdong Hongda's subsidiary intends to acquire 60% of Changzhilin for 1.02 billion yuan, enhancing its defense equipment business [7] - Lio Co. approved a plan to use up to 3 billion yuan of its own funds for securities investments [8]

2024年1至12月份，盘江股份的营业收入构成为：煤炭占比77.61%，电力占比25.09%，机械占比 6.79%，其他业务占比2.02%，内部抵销占比-11.5%。 （文章来源：每日经济新闻） 盘江股份（SH 600395，收盘价：5.18元）8月8日晚间发布公告称，公司第七届2025年第八次董事会临 时会议于2025年8月8日以通讯方式召开。会议审议了《关于向盘江新能源发电（镇宁）有限公司增加投 资的议案》等文件。 ...

证券代码：600395 证券简称：盘江股份 编号：临 2025-040 贵州盘江精煤股份有限公司 关于向盘江新能源发电（镇宁）有限公司增加投资 的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 增资标的名称：盘江新能源发电（镇宁）有限公司（以下简称"新能 源镇宁公司"）。 增资金额：5,580 万元。 1.公司名称：盘江新能源发电（镇宁）有限公司 2.成立时间：2022 年 10 月 8 日 新能源镇宁公司是贵州盘江精煤股份有限公司（以下简称"公司"）所 属全资子公司。经公司第六届董事会 2024 年第五次临时会议审议通过，由 新能源镇宁公司投资建设镇宁县盘江革利风电场项目，项目总投资为27,917 万元。为了满足项目建设需要，按照不低于 20%的项目资本金要求，公司 拟向新能源镇宁公司增加投资 5,580 万元。 （二）本次增资事项决策程序 公司第七届董事会 2025 年第八次临时会议于 2025 年 8 月 8 日以通讯 方式召开，会议以 7 票同意、0 票反对、0 票弃权的表决结果审议通过了《关 于 ...

证券代码：600395 证券简称：盘江股份 编号：临 2025-041 贵州盘江精煤股份有限公司 关于为控股子公司融资提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 被担保人名称：贵州盘江马依煤业有限公司（以下简称"马依公司"）， 为贵州盘江精煤股份有限公司（以下简称"公司"）控股子公司。 本次担保金额及已实际为其提供的担保余额：本次担保金额为 164,836 万元，公司已实际为其提供的担保余额为 188,641 万元。 本次担保是否有反担保：马依公司以其持有的马依西一井采矿权向公 司提供相应反担保。 对外担保逾期的累计数量：无。 特别风险提示：本次担保事项尚需提交公司股东会审议，敬请投资者 注意相关风险。 一、担保情况概述 重要内容提示： （一）担保基本情况 为缓解资金压力，降低财务成本，马依公司拟向金融机构申请 164,836 万元额度的融资，用于置换马依西一井项目原有项目贷款。根据授信条件， 公司拟为上述融资提供全额连带责任保证担保，同时马依公司以其持有的 马依西一井采矿权抵押给公司提供反担保。贷款置换后 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 贵州盘江精煤股份有限公司（以下简称"公司"）第七届董事会 2025 年 第八次临时会议于 2025 年 8 月 8 日以通讯方式召开。会议由公司董事长纪 绍思先生主持，应参加会议董事 7 人，实际参加会议董事 7 人。会议符合 《公司法》和《公司章程》等有关规定，合法有效。 证券代码：600395 证券简称：盘江股份 编号：临 2025-039 贵州盘江精煤股份有限公司 第七届董事会 2025 年第八次临时会议决议公告 表决结果：6 票同意，0 票反对，0 票弃权。根据《上海证券交易所股 票上市规则》等有关规定，与本议案有关联关系的 1 名关联董事回避表决。 出席会议的董事经过认真审议，以记名投票的表决方式，审议通过了 以下议案： 一、关于向盘江新能源发电（镇宁）有限公司增加投资的议案 表决结果：7 票同意，0 票反对，0 票弃权。内容详见上海证券交易所 网站（http://www.sse.com.cn）公司公告（临 2025-040）。 会议同意公司以非公开协议方式向全资子公司 ...

智通财经APP讯，盘江股份(600395.SH)发布公告，盘江新能源发电(镇宁)有限公司(简称"新能源镇宁公 司")是公司所属全资子公司。经公司第六届董事会2024年第五次临时会议审议通过，由新能源镇宁公司 投资建设镇宁县盘江革利风电场项目，项目总投资为2.79亿元。为了满足项目建设需要，按照不低于 20%的项目资本金要求，公司拟向新能源镇宁公司增加投资5580万元。 ...

人民财讯8月8日电，盘江股份（600395）8月8日晚间公告，新能源镇宁公司是公司所属全资子公司。经 公司董事会审议通过，由新能源镇宁公司投资建设镇宁县盘江革利风电场项目，项目总投资为2.79亿 元。为了满足项目建设需要，按照不低于20%的项目资本金要求，公司拟向新能源镇宁公司增加投资 5580万元。 ...

证券代码：600395 证券简称：盘江股份 公告编号：2025-038 贵州盘江精煤股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.04元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/8/12 | － | 2025/8/13 | 2025/8/13 | 差异化分红送转： 否 一、通过分配方案的股东会届次和日期 本次利润分配方案经贵州盘江精煤股份有限公司（以下简称"公司"） 2025 年 6 月 26 日的2024年年度股东大会审议通过。 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有 限责任公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公 司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本 ...

Investment Rating - The investment rating for the coal mining industry is "Positive" [2] Core Viewpoints - The current phase is the early stage of a new upward cycle in the coal economy, driven by both fundamental and policy factors, making it an opportune time to invest in the coal sector during price corrections [11][12] - The supply side is tightening due to a decrease in coal mine capacity utilization rates, while demand is increasing, particularly in inland provinces [11][12] - The coal price has established a new support level, and high-quality coal companies are characterized by strong profitability, cash flow, return on equity (ROE), and dividends [11][12] Summary by Sections Coal Price Tracking - As of August 2, the market price for Qinhuangdao port thermal coal (Q5500) is 655 CNY/ton, up 10 CNY/ton week-on-week [3][28] - The price for coking coal at Jingtang port remains stable at 1650 CNY/ton [30] Supply and Demand Tracking - The capacity utilization rate for sample thermal coal mines is 90.9%, down 3.1 percentage points week-on-week [11][45] - Daily coal consumption in inland provinces increased by 44.4 thousand tons/day (+13.05%) [11][46] - The daily coal consumption in coastal provinces rose by 1.0 thousand tons/day (+0.45%) [11][46] Inventory Situation - As of July 31, coal inventory in inland provinces decreased by 1.20% week-on-week, while daily consumption increased [46] - Coastal provinces saw a 1.08% decrease in coal inventory week-on-week [46] Company Performance - The coal sector is characterized by high performance, cash flow, and dividends, with a focus on companies like China Shenhua, Shaanxi Coal and Energy, and others [12][13]